Cornerstone Advisory’s Vanguard Extended Market ETF VXF Stock Holding History

Cornerstone Advisory’s Portfolio VXF Stock Details VXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$221K	Buy	+897	New	+$206K	0.02%	254
2022 Q4	–	Sell	-4,320	Closed	-$549K	–	211
2022 Q3	$549K	Hold	4,320	–	–	0.12%	112
2022 Q2	$566K	Sell	4,320 -3,294	-43%	-$479K	0.13%	108
2022 Q1	$1.26M	Sell	7,614 -1,110	-13%	-$183K	0.19%	90
2021 Q4	$1.59M	Buy	8,724 +804	+10%	+$151K	0.23%	71
2021 Q3	$1.44M	Buy	7,920 +76	+1%	+$14.2K	0.24%	76
2021 Q2	$1.48M	Buy	7,844 +3,000	+62%	+$548K	0.25%	74
2021 Q1	$857K	Buy	4,844 +1,686	+53%	+$300K	0.16%	110
2020 Q4	$520K	Buy	+3,158	New	+$468K	0.11%	145

Other funds holding VXF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cornerstone Advisory's VXF Position: Q2 2026 in Review

Cornerstone Advisory opened a new position in Vanguard Extended Market ETF (VXF) in Q2 2026: 897 shares worth $221K. The stake represents 0.02% of the portfolio and ranks #254 among its holdings. This is a return to the name: Cornerstone Advisory previously reported a position in VXF as recently as Q3 2022.

Cornerstone Advisory first reported a position in VXF in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.59M in Q4 2021. 1,071 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Cornerstone Advisory held 897 shares of Vanguard Extended Market ETF worth $221K as of Q2 2026.
Vanguard Extended Market ETF was a new Cornerstone Advisory position in Q2 2026.
Vanguard Extended Market ETF made up 0.02% of Cornerstone Advisory's portfolio in Q2 2026, its #254 holding.
Cornerstone Advisory first reported a position in Vanguard Extended Market ETF in Q4 2020 and has held it in 9 quarters since.
Cornerstone Advisory's Vanguard Extended Market ETF position peaked at $1.59M in Q4 2021.
1,071 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.